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Use case · Process automationFor COOs & operations leaders

Use cases · One intake, one queue

One intake, one queue,rules for the routine.

Requests arrive by email and chat, get re-keyed, and wait for someone to forward them. In seven days there is one intake and one queue: rules decide the routine case and route the exceptions to a person.

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20 minutes. No deck.
We name one build worth doing⁠—⁠or say no.

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Before

Requests arrive by email and chat, get re-keyed, and wait for someone to forward them.

After day 7

One intake, one queue. Rules decide the routine case and route the exceptions to a person.

Stays human

The exceptions.

The seven days.

Fixed scope · two exit gates

01 / Map

Days 1–2

We map where requests come from and where they wait, count last month’s volume, and write the routing rules with the queue’s owner.

02 / Wire

Days 3–5

We connect the inbox, the chat tool and the system of record, add the intake and the rules, and route exceptions to people.

03 / Prove

Days 6–7

The build runs beside the current queue, passes the tests, and goes live with the owner’s sign-off.

What we measure. Requests per week, time to decision, requests re-keyed. The same numbers, measured again on day 7.

The two exit gates. Day 2: if the source data isn’t there, we stop and you pay for the map only. Day 7: the tests pass, or the final payment waits. The full offer.

Asana, Anatomy of Work: knowledge workers spend 58% of the day on “work about work”, not skilled work (9,615 surveyed, vendor study). 2023. Source

Straight answers.

Three questions · asked on most first calls

Can approvals stay with the same people?

Yes. The rules decide the routine case; the same named people decide the exceptions, now from one queue with the context attached.

What if a request doesn’t fit the rules?

It goes to a person with a note on why. The rule set grows from those cases, on the record.

Where do requests come from?

Email, chat, forms, the phone log: whatever you have. One intake replaces the re-keying.

20 minutes. A straight answer.

Bring the one intake, one queue workflow as it runs today. We name the seven-day build on the call—or tell you not to automate it.

Security first? Ask for the packet: data boundary, access, approvals, logs.

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